Lead Routing in Housing Market CRM — Auto-Assign Leads
Tutorial 167 of 181 · 53 s
Lead routing, part of the Housing Market CRM Business plan, decides who gets each new enquiry without a manager having to hand it out. Rules are checked from the top — for example "area is Bangkok goes to Suda" or "listing type is Villa goes to Mark" — and the first rule that matches wins. When no rule matches, the lead goes to the account owner, to agents in turn, or to the least busy agent, as you choose. This tutorial sets the fallback, adds an area rule, reorders the rules and uses the preview to check who would get the next lead.
In this tutorial you will learn
- How rules are checked
- The three fallback modes
- How to add, switch off and reorder rules
- How to preview who gets the next lead
Follow along: the steps
- Open your Housing Market CRM account.
- Click Lead routing in the left menu.
- Choose the fallback — e.g. Least busy.
- Rules are checked from the top; the first match wins.
- Use the arrows to reorder rules.
- Under Add a rule…
- …pick what to match, e.g. Area…
- …enter the city or province…
- …and choose the agent.
- Click Add the rule.
- Check who would get the next lead.
- Click Check.